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Portfolio (Quarterly) Guide ↗

Annex Advisory Services, LLC

· CIK 0001542287
13F Portfolio $5.3B AUM 375 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 109 Added 172 Reduced 21 Exited
Page 7 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAH CARDINAL HEALTH INC Healthcare 2,692.0 $569K 0.01% -306.0 -10.2% $211.32 +4.9%
122 VTV VANGUARD INDEX FDS 2,886.0 $566K 0.01% -38.0 -1.3% $196.22 +10.3%
123 DHI D R HORTON INC Consumer Cyclical 4,111.0 $564K 0.01% -182.0 -4.2% $137.22 +15.0%
124 XLE SELECT SECTOR SPDR TR 8,981.0 $550K 0.01% -449.0 -4.8% $61.26 -12.2%
125 SYK STRYKER CORPORATION Healthcare 1,664.0 $547K 0.01% -581.0 -25.9% $328.53 -6.3%
126 USFR WISDOMTREE TR 10,791.0 $543K 0.01% -3K -22.6% $50.34 +0.2%
127 NOBL PROSHARES TR 5,075.0 $538K 0.01% -634.0 -11.1% $106.01 -48.2%
128 IDV ISHARES TR 12,234.0 $521K 0.01% -3K -17.6% $42.56 -1.0%
129 DOV DOVER CORP Industrials 2,487.0 $519K 0.01% -481.0 -16.2% $208.51 +7.2%
130 J P MORGAN EXCHANGE TRADED F 8,449.0 $518K 0.01% -635.0 -7.0% $61.32
131 BX BLACKSTONE INC Financial Services 4,342.0 $499K 0.01% -195.0 -4.3% $114.98 +7.7%
132 SO SOUTHERN CO Utilities 5,137.0 $496K 0.01% -42K -89.1% $96.52 -3.6%
133 ROK ROCKWELL AUTOMATION INC Industrials 1,330.0 $477K 0.01% -20.0 -1.5% $358.97 +32.0%
134 CVS CVS HEALTH CORP Healthcare 6,499.0 $467K 0.01% -904.0 -12.2% $71.83 +36.9%
135 NOC NORTHROP GRUMMAN CORP Industrials 671.0 $458K 0.01% -4.0 -0.6% $682.47 -23.6%
136 LOW LOWES COS INC Consumer Cyclical 1,925.0 $455K 0.01% -81.0 -4.0% $236.24 -5.9%
137 EW EDWARDS LIFESCIENCES CORP Healthcare 5,355.0 $429K 0.01% -86.0 -1.6% $80.08 +9.1%
138 PNR PENTAIR PLC Industrials 4,908.0 $428K 0.01% -80.0 -1.6% $87.12 -14.7%
139 PZA INVESCO EXCH TRADED FD TR II 18,577.0 $427K 0.01% -3K -12.8% $22.98 +2.2%
140 OSK OSHKOSH CORP Industrials 2,887.0 $425K 0.01% -581.0 -16.8% $147.22 -5.2%
Page 7 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 14.0%
Communication Services 13.0%
Consumer Cyclical 12.6%
Healthcare 8.4%
Energy 6.5%
Industrials 4.4%
Consumer Defensive 3.7%
Basic Materials 3.6%
Utilities 3.5%